$UNITREE Unitree has fallen, and now that more people are criticizing it, I can’t help but laugh! The comments are full of people calling robots a bubble and saying it’s all a scheme to fleece retail investors 😡 When I talked about this last month, they certainly weren’t saying that.
1. Who was shouting “humanoid robots are the future” when prices were rising? Now that they’ve fallen, those same people turn around and say “the valuation was too high” and “it was all just a story.” Same company: when it rises, it’s the future; when it falls, it’s a bubble. The company hasn’t changed—they have.
2. I said this before: Unitree’s rally priced in three years’ worth of expectations all at once. Those who chased it at that level weren’t investing—they were passing the baton, and they ended up with the last one. No one wanted to hear it then. I think everyone gets it now.
3. Now that it’s fallen, I actually think this is normal. The long-term case for humanoid robots hasn’t broken down: mass production is moving ahead, costs are coming down, and orders are being secured. As long as those three things keep progressing, stock-price swings are just swings.
4. But don’t rush to shout “buy the dip.” A fall doesn’t automatically mean it’s cheap. You have to look at how far it’s fallen, how much trading volume has dried up, and whether buyers are stepping in. I’m splitting my buys into three batches. I’m in no hurry with the first batch, and I definitely won’t go all in at once.
5. Put simply, the market never lacks smart people. What it lacks are people who can still do the math while everyone else is criticizing. I was trimming my position as it rose and watching as it fell. That’s not luck—it’s timing.
I’m optimistic about Unitree for the long term, but having a long-term view and buying right now are two different things~ Don’t treat being optimistic as a reason to rush in immediately. No plan? The chat room shares trade ideas in real time!
#比特币现货ETF周净流出2.03亿美元 #币安已处理46.5亿美元提款
1. Who was shouting “humanoid robots are the future” when prices were rising? Now that they’ve fallen, those same people turn around and say “the valuation was too high” and “it was all just a story.” Same company: when it rises, it’s the future; when it falls, it’s a bubble. The company hasn’t changed—they have.
2. I said this before: Unitree’s rally priced in three years’ worth of expectations all at once. Those who chased it at that level weren’t investing—they were passing the baton, and they ended up with the last one. No one wanted to hear it then. I think everyone gets it now.
3. Now that it’s fallen, I actually think this is normal. The long-term case for humanoid robots hasn’t broken down: mass production is moving ahead, costs are coming down, and orders are being secured. As long as those three things keep progressing, stock-price swings are just swings.
4. But don’t rush to shout “buy the dip.” A fall doesn’t automatically mean it’s cheap. You have to look at how far it’s fallen, how much trading volume has dried up, and whether buyers are stepping in. I’m splitting my buys into three batches. I’m in no hurry with the first batch, and I definitely won’t go all in at once.
5. Put simply, the market never lacks smart people. What it lacks are people who can still do the math while everyone else is criticizing. I was trimming my position as it rose and watching as it fell. That’s not luck—it’s timing.
I’m optimistic about Unitree for the long term, but having a long-term view and buying right now are two different things~ Don’t treat being optimistic as a reason to rush in immediately. No plan? The chat room shares trade ideas in real time!
#比特币现货ETF周净流出2.03亿美元 #币安已处理46.5亿美元提款
